Patient Access Specialist

GI Associates; Milwaukee (WI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

No weekends

No Holidays

PTO & paid anniversary day

7% retirement contribution & 401(k)

Medical, dental & vision insurance

Flexible spending plan

Short- & long-term disability

Life insurance

Job summary

GI Associates is seeking a Patient Access Specialist to schedule appointments across providers and locations, delivering an exceptional patient experience.

The role requires coordinating patient information, guiding patients to appropriate providers, and supporting the scheduling workflow with a patient-first approach.

Qualifications

• Minimum 3+ years of customer service experience.
• Available to attend meetings before/after business hours.
• Proficiency with computers and technology.
• Experience using Microsoft software (Outlook, Teams, Word, etc.).
• Open to adapt, learn and grow in a fast-paced health care environment.

Responsibilities

• Schedule patient appointments (office visits and procedures).
• Answer high volume of calls to schedule appointments and inquiries.
• Verify patient registration information including demographics and insurance.
• Guide patients to appropriate provider and location based on need and proximity.
• Coordinate delivery of prep instructions and paperwork for upcoming appointments.
• Collaborate with clinical teams to ensure timely scheduling and patient experience.

Skills

Customer service

Communication

Spanish (desirable)

Education

High school diploma or equivalent

Tools

Outlook

Teams

Word

gGastro

Epic

Job description

• Medical, dental & vision insurance

At GI Associates we believe in striving for the best outcomes for our patients, employees, and community.

Imagine your next career as a digestive health expert! GI Associates is looking for motivated people to join our growing independent gastroenterology practice. Our nationally recognized physicians and dedicated team are patient-focused and provide compassionate, collaborative care to patients across southeast Wisconsin.

GI Associates provides an excellent work-life balance and amazing benefits package including:

• No weekends
• No Holidays
• PTO & paid anniversary day
• 7% GI Associates retirement contribution & 401(k) plan
• Medical, dental & vision insurance
• Flexible spending plan
• Short- & long-term disability
• Basic & supplemental life insurance

Job Summary

The Patient Access Specialist is responsible for scheduling appointments for all GI Associates’ providers and locations while providing an exceptional customer experience.

Essential Duties & Responsibilities

• Scheduling Operations
• Answers a high volume of phone calls daily to schedule patient appointments (office visits and procedures) and answer scheduling inquiries
• Collects and verifies patient registration information including demographics, insurance, extensive health history and other data consistently and accurately
• Understands the patient journey to GI including screening procedures, diagnostic procedures, procedure recalls, self-referral and provider referrals
• Guides patients to appropriate provider and location based on established status, level of care, health system, proximity and patient preferences
• Understands basic GI anatomy, physiology, procedures and treatments
• Understands basic health insurance coverage information
• Communicates medical inquiries and patient urgency to clinical team members (clinical/physician support team, system partners, etc.) in a timely and appropriate mannerWorks closely with the business office on scheduling relating to insurance
• Coordinates timely delivery of digital or mailed paperwork for upcoming patient appointments (prep instructions, etc.)
• Productivity
• Consistently meets individual department productivity goals
• Technology
• Proficiency entering data and other clerical tasks (fax, email, copier)
• Proficiency using Microsoft products including Outlook, Teams, SharePoint, Word and other applications as necessary
• Proficiency using multiple electronic medical records (gGastro and Epic)
• Proficiency using company phone system
• Professionalism & Teamwork
• Collaborates with all departments within the organization and external partners to ensure an exceptional patient experience
• Showcases a professional and positive attitude
• Treats all patients and team members with respect and dignity
• Flexible in meeting the needs of the department
• Maintains a safe, clean and organized work environment
• Adheres to all current and future guidelines set forth in the GIA Employee Handbook and other policies & procedures as appropriate
• All other duties as assigned

Minimum Requirements

• High school diploma or equivalent
• 3+ year of customer service experience
• Available to attend meetings before/after business hours
• Proficiency with computers and technology
• Experience using Microsoft software (Outlook, Teams, Word, etc.)
• Open to adapt, learn and grow in a fast-paced health care environment

Desired Qualifications

• Call center or scheduling experience
• Medical knowledge and/or experience
• Health insurance knowledge and/or experience
• ABROE certification (can be completed after hire)
• Fluency in Spanish highly desirable

Physical Requirements

• Ability to hear and speak sufficiently to communicate over the phone and in person
• Ability to remain stationary/seated for 90% or more of the workday
• Ability to wear a headset
• Ability to efficiently operate a keyboard, phone and other office equipment
• Ability to reach overhead and bend down at workstation when needed.
• Ability to occasionally lift up to 10 pounds when moving boxes/packages at the office
• Ability to use the stairs in case of elevator outage